Stifel Financial
MCI

Stifel Financial’s Barings Corporate Investors MCI Stock Holding History

Stifel Financial’s Portfolio MCI Stock Details MCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-11,889
Closed -$175K – 2825
2018
Q4 		$175K Buy
+11,889
New +$179K ﹤0.01% 2486

Other funds holding MCI

CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
BIA
BHK Investment Advisors Birmingham, Alabama $335M AUM 20.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial's MCI Position: Q1 2019 in Review

Stifel Financial sold out of Barings Corporate Investors (MCI) in Q1 2019, closing a stake of 11,889 shares — an estimated $175K sold.

Stifel Financial first reported a position in MCI in Q4 2018 and held it in 1 quarter. The position peaked at $175K in Q4 2018. 43 funds tracked by Wall St. Rank hold MCI as of Q1 2019.

  • Stifel Financial reported no remaining Barings Corporate Investors position as of Q1 2019 after selling out during the quarter.
  • Stifel Financial sold 11,889 Barings Corporate Investors shares in Q1 2019, an estimated $175K.
  • Stifel Financial first reported a position in Barings Corporate Investors in Q4 2018 and held it in 1 quarter.
  • Stifel Financial's Barings Corporate Investors position peaked at $175K in Q4 2018.
  • 43 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q1 2019.

Based on Stifel Financial's 13F filing for Q1 2019, filed 14 May 2019.